The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
58.com Inc ADR | COM | 31680q104 | 198,891 | 3,015,330 | SH | SOLE | 3,015,330 | 0 | 0 | ||
AT&T Inc | COM | 00206r102 | 3,238 | 94,104 | SH | SOLE | 94,104 | 0 | 0 | ||
Affiliated Managers Group Inc | COM | 008252108 | 818 | 5,120 | SH | SOLE | 5,120 | 0 | 0 | ||
Align Technology Inc. | COM | 016255101 | 4,516 | 68,586 | SH | SOLE | 68,586 | 0 | 0 | ||
Allergan PLC | COM | g0177j108 | 339,334 | 1,085,870 | SH | SOLE | 1,085,870 | 0 | 0 | ||
Alphabet Inc Cl A | COM | 02079K305 | 404,320 | 519,685 | SH | SOLE | 519,685 | 0 | 0 | ||
Alphabet Inc. Cl C | COM | 02079K107 | 441,234 | 581,428 | SH | SOLE | 581,428 | 0 | 0 | ||
Altria Group Inc | COM | 02209S103 | 4,457 | 76,574 | SH | SOLE | 76,574 | 0 | 0 | ||
American Electric Power | COM | 025537101 | 902 | 15,485 | SH | SOLE | 15,485 | 0 | 0 | ||
American Express | COM | 025816109 | 94,658 | 1,361,001 | SH | SOLE | 1,361,001 | 0 | 0 | ||
Amgen | COM | 031162100 | 327 | 2,017 | SH | SOLE | 2,017 | 0 | 0 | ||
Apple Computer | COM | 037833100 | 1,507 | 14,316 | SH | SOLE | 14,316 | 0 | 0 | ||
Applied Materials | COM | 038222105 | 256 | 13,692 | SH | SOLE | 13,692 | 0 | 0 | ||
Arch Capital Group Ltd | COM | g0450a105 | 662 | 9,488 | SH | SOLE | 9,488 | 0 | 0 | ||
Athenahealth Inc. | COM | 04685w103 | 32,194 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
Autohome Inc ADR | COM | 05278c107 | 3,302 | 94,550 | SH | SOLE | 94,550 | 0 | 0 | ||
Automatic Data Processing | COM | 053015103 | 528 | 6,238 | SH | SOLE | 6,238 | 0 | 0 | ||
Bank of America Corp | COM | 060505104 | 346 | 20,580 | SH | SOLE | 20,580 | 0 | 0 | ||
Bed Bath & Beyond Inc | COM | 075896100 | 293 | 6,075 | SH | SOLE | 6,075 | 0 | 0 | ||
Berkshire Hathaway - Cl A | COM | 084670108 | 1,822,134 | 9,212 | SH | SOLE | 9,212 | 0 | 0 | ||
Berkshire Hathaway - Cl B | COM | 084670702 | 648,427 | 4,910,840 | SH | SOLE | 4,910,840 | 0 | 0 | ||
Bio-Techne Corp | COM | 09073m104 | 229 | 2,540 | SH | SOLE | 2,540 | 0 | 0 | ||
Boeing | COM | 097023105 | 259 | 1,790 | SH | SOLE | 1,790 | 0 | 0 | ||
Bristol-Myers Squibb | COM | 110122108 | 252 | 3,670 | SH | SOLE | 3,670 | 0 | 0 | ||
Brown & Brown Inc. | COM | 115236101 | 45,450 | 1,415,900 | SH | SOLE | 1,415,900 | 0 | 0 | ||
CVS Corp. | COM | 126650100 | 1,775 | 18,153 | SH | SOLE | 18,153 | 0 | 0 | ||
Cabelas Inc. Cl A | COM | 126804301 | 155,623 | 3,330,267 | SH | SOLE | 3,330,267 | 0 | 0 | ||
Cable One Inc. | COM | 12685J105 | 1,403 | 3,236 | SH | SOLE | 3,236 | 0 | 0 | ||
Canadian Natural Resources | COM | 136385101 | 15,913 | 728,973 | SH | SOLE | 728,973 | 0 | 0 | ||
Caterpillar | COM | 149123101 | 4,654 | 68,479 | SH | SOLE | 68,479 | 0 | 0 | ||
Chemours Co. | COM | 163851108 | 60 | 11,150 | SH | SOLE | 11,150 | 0 | 0 | ||
ChevronTexaco Corp | COM | 166764100 | 534 | 5,940 | SH | SOLE | 5,940 | 0 | 0 | ||
Chubb | COM | 171232101 | 295 | 2,222 | SH | SOLE | 2,222 | 0 | 0 | ||
Citigroup Inc | COM | 172967424 | 308 | 5,948 | SH | SOLE | 5,948 | 0 | 0 | ||
Coca Cola Co. | COM | 191216100 | 28,877 | 672,185 | SH | SOLE | 672,185 | 0 | 0 | ||
Colfax Corp | COM | 194014106 | 11,708 | 501,400 | SH | SOLE | 501,400 | 0 | 0 | ||
Colgate Palmolive Co. | COM | 194162103 | 247 | 3,715 | SH | SOLE | 3,715 | 0 | 0 | ||
Comcast Corp. Cl A | COM | 20030n101 | 495 | 8,777 | SH | SOLE | 8,777 | 0 | 0 | ||
ConocoPhillips | COM | 20825c104 | 3,698 | 79,200 | SH | SOLE | 79,200 | 0 | 0 | ||
Costco Wholesale Corp | COM | 22160k105 | 119,627 | 740,722 | SH | SOLE | 740,722 | 0 | 0 | ||
Cresud SACIFYA Spon ADR Repstg | COM | 226406106 | 7,897 | 612,147 | SH | SOLE | 612,147 | 0 | 0 | ||
Danaher Corp. | COM | 235851102 | 132,373 | 1,425,206 | SH | SOLE | 1,425,206 | 0 | 0 | ||
Disney Walt | COM | 254687106 | 2,893 | 27,531 | SH | SOLE | 27,531 | 0 | 0 | ||
Du Pont E I De Nemours & Co. | COM | 263534109 | 3,714 | 55,762 | SH | SOLE | 55,762 | 0 | 0 | ||
Edison International | COM | 281020107 | 2,540 | 42,900 | SH | SOLE | 42,900 | 0 | 0 | ||
Emcor Group Inc | COM | 29084q100 | 76,647 | 1,595,487 | SH | SOLE | 1,595,487 | 0 | 0 | ||
Emerson Electric | COM | 291011104 | 298 | 6,232 | SH | SOLE | 6,232 | 0 | 0 | ||
Expeditors Int'l of Wash. Inc. | COM | 302130109 | 3,127 | 69,332 | SH | SOLE | 69,332 | 0 | 0 | ||
Express Scripts Holding Co. | COM | 30219g108 | 383 | 4,379 | SH | SOLE | 4,379 | 0 | 0 | ||
Exxon Mobil Corp | COM | 30231g103 | 6,480 | 83,134 | SH | SOLE | 83,134 | 0 | 0 | ||
Fastenal Co | COM | 311900104 | 963,644 | 23,607,163 | SH | SOLE | 23,607,163 | 0 | 0 | ||
Fifth Third Bancorp | COM | 316773100 | 2,249 | 111,881 | SH | SOLE | 111,881 | 0 | 0 | ||
General Electric | COM | 369604103 | 7,165 | 230,023 | SH | SOLE | 230,023 | 0 | 0 | ||
Goldman Sachs Group Inc | COM | 38141g104 | 138,692 | 769,530 | SH | SOLE | 769,530 | 0 | 0 | ||
Graham Holdings Co. | COM | 384637104 | 1,569 | 3,236 | SH | SOLE | 3,236 | 0 | 0 | ||
Groupon Inc. | COM | 399473107 | 9,220 | 3,003,417 | SH | SOLE | 3,003,417 | 0 | 0 | ||
HDFC Bank Ltd ADR Repstg 3 Shs | COM | 40415f101 | 1,129 | 18,328 | SH | SOLE | 18,328 | 0 | 0 | ||
Heartland Express | COM | 422347104 | 1,720 | 101,057 | SH | SOLE | 101,057 | 0 | 0 | ||
Hexcel Corp | COM | 428291108 | 46,582 | 1,002,840 | SH | SOLE | 1,002,840 | 0 | 0 | ||
Home Depot | COM | 437076102 | 3,892 | 29,428 | SH | SOLE | 29,428 | 0 | 0 | ||
IAC Interactivecorp | COM | 44919p300 | 72,385 | 1,205,405 | SH | SOLE | 1,205,405 | 0 | 0 | ||
IBM | COM | 459200101 | 171,559 | 1,246,612 | SH | SOLE | 1,246,612 | 0 | 0 | ||
Idex Corp | COM | 45167R104 | 400 | 5,225 | SH | SOLE | 5,225 | 0 | 0 | ||
Idexx Laboratories Corp. | COM | 45168D104 | 585,356 | 8,027,368 | SH | SOLE | 8,027,368 | 0 | 0 | ||
Interactive Brokers Group Inc | COM | 45841n107 | 43,684 | 1,001,923 | SH | SOLE | 1,001,923 | 0 | 0 | ||
JP Morgan Chase & Co. | COM | 46625h100 | 1,476 | 22,350 | SH | SOLE | 22,350 | 0 | 0 | ||
Jacobs Engineering Group Inc | COM | 469814107 | 250,502 | 5,971,440 | SH | SOLE | 5,971,440 | 0 | 0 | ||
Johnson & Johnson | COM | 478160104 | 6,651 | 64,753 | SH | SOLE | 64,753 | 0 | 0 | ||
Kraft Heinz Co. | COM | 500754106 | 1,264 | 17,378 | SH | SOLE | 17,378 | 0 | 0 | ||
LKQ Corp. | COM | 501889208 | 4,800 | 162,000 | SH | SOLE | 162,000 | 0 | 0 | ||
Lennox International Inc. | COM | 526107107 | 1,565 | 12,527 | SH | SOLE | 12,527 | 0 | 0 | ||
Leucadia Nat'l | COM | 527288104 | 286 | 16,471 | SH | SOLE | 16,471 | 0 | 0 | ||
Liberty Lilac Group CL C | COM | g5480u153 | 3,661 | 85,150 | SH | SOLE | 85,150 | 0 | 0 | ||
Linear Technology Group | COM | 535678106 | 5,098 | 120,046 | SH | SOLE | 120,046 | 0 | 0 | ||
Lockheed Martin Corp. | COM | 539830109 | 550 | 2,535 | SH | SOLE | 2,535 | 0 | 0 | ||
Lowe's Companies Inc. | COM | 548661107 | 784 | 10,311 | SH | SOLE | 10,311 | 0 | 0 | ||
Makemytrip Ltd | COM | v5633w109 | 48,285 | 2,813,802 | SH | SOLE | 2,813,802 | 0 | 0 | ||
Mastercard Inc | COM | 57636q104 | 517,872 | 5,319,142 | SH | SOLE | 5,319,142 | 0 | 0 | ||
Match Group Inc. | COM | 57665r106 | 9,485 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
McDonalds | COM | 580135101 | 14,649 | 123,999 | SH | SOLE | 123,999 | 0 | 0 | ||
McGraw Hill | COM | 580645109 | 379 | 3,840 | SH | SOLE | 3,840 | 0 | 0 | ||
Medtronic PLC | COM | G5960l103 | 390 | 5,075 | SH | SOLE | 5,075 | 0 | 0 | ||
Merck & Co. | COM | 58933y105 | 264 | 4,994 | SH | SOLE | 4,994 | 0 | 0 | ||
Microsoft | COM | 594918104 | 3,361 | 60,579 | SH | SOLE | 60,579 | 0 | 0 | ||
Mohawk Industries | COM | 608190104 | 515,662 | 2,722,754 | SH | SOLE | 2,722,754 | 0 | 0 | ||
Mondelez International | COM | 50075n104 | 2,535 | 56,542 | SH | SOLE | 56,542 | 0 | 0 | ||
Monsanto Co | COM | 61166w101 | 94,225 | 956,402 | SH | SOLE | 956,402 | 0 | 0 | ||
Novo Nordisk A/S ADR | COM | 670100205 | 4,723 | 81,320 | SH | SOLE | 81,320 | 0 | 0 | ||
O Reilly Automotive Inc | COM | 67103h107 | 896,294 | 3,536,791 | SH | SOLE | 3,536,791 | 0 | 0 | ||
Omnicom Group | COM | 681919106 | 210,946 | 2,788,079 | SH | SOLE | 2,788,079 | 0 | 0 | ||
PepsiCo | COM | 713448108 | 16,016 | 160,292 | SH | SOLE | 160,292 | 0 | 0 | ||
Perrigo Co PLC | COM | G97822103 | 209,402 | 1,447,149 | SH | SOLE | 1,447,149 | 0 | 0 | ||
Pfizer | COM | 717081103 | 479 | 14,850 | SH | SOLE | 14,850 | 0 | 0 | ||
Philip Morris Intl Inc. | COM | 718172109 | 7,999 | 90,990 | SH | SOLE | 90,990 | 0 | 0 | ||
Phillips 66 | COM | 718546104 | 3,242 | 39,637 | SH | SOLE | 39,637 | 0 | 0 | ||
Pioneer Natural Resources Co. | COM | 723787107 | 496 | 3,952 | SH | SOLE | 3,952 | 0 | 0 | ||
Praxair | COM | 74005P104 | 183,675 | 1,793,700 | SH | SOLE | 1,793,700 | 0 | 0 | ||
Precision Castparts Corp | COM | 740189105 | 1,098,036 | 4,732,708 | SH | SOLE | 4,732,708 | 0 | 0 | ||
Price T Rowe Group Inc | COM | 74144t108 | 289 | 4,045 | SH | SOLE | 4,045 | 0 | 0 | ||
Primerica Inc | COM | 74164M108 | 136,143 | 2,882,551 | SH | SOLE | 2,882,551 | 0 | 0 | ||
Procter & Gamble | COM | 742718109 | 10,114 | 127,366 | SH | SOLE | 127,366 | 0 | 0 | ||
Progressive Corp. Ohio | COM | 743315103 | 1,584 | 49,798 | SH | SOLE | 49,798 | 0 | 0 | ||
Public Storage Inc. | COM | 74460d109 | 618 | 2,493 | SH | SOLE | 2,493 | 0 | 0 | ||
Range Resources Corp | COM | 75281a109 | 145,439 | 5,909,755 | SH | SOLE | 5,909,755 | 0 | 0 | ||
Republic Services Inc Cl A | COM | 760759100 | 537 | 12,198 | SH | SOLE | 12,198 | 0 | 0 | ||
Resource America Inc - (RESTRI | COM | 761195205 | 1,803 | 294,117 | SH | SOLE | 294,117 | 0 | 0 | ||
Resource America Inc Cl A | COM | 761195205 | 3,697 | 603,180 | SH | SOLE | 603,180 | 0 | 0 | ||
Robert Half Internat'l | COM | 770323103 | 330 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
Roper Industries Inc New | COM | 776696106 | 847 | 4,465 | SH | SOLE | 4,465 | 0 | 0 | ||
Royal Bk CDA Montreal Que | COM | 780087102 | 2,700 | 50,400 | SH | SOLE | 50,400 | 0 | 0 | ||
Royal Dutch Shell PLC Spon ADR | COM | 780259206 | 975 | 21,299 | SH | SOLE | 21,299 | 0 | 0 | ||
Ryanair Holdings PLC ADR | COM | 783513104 | 469 | 5,424 | SH | SOLE | 5,424 | 0 | 0 | ||
Schlumberger Ltd | COM | 806857108 | 2,684 | 38,486 | SH | SOLE | 38,486 | 0 | 0 | ||
Sherwin Williams Co. | COM | 824348106 | 1,378 | 5,307 | SH | SOLE | 5,307 | 0 | 0 | ||
Sirona Dental Systems Inc | COM | 82966c103 | 305,656 | 2,789,596 | SH | SOLE | 2,789,596 | 0 | 0 | ||
Soufun Holdings LTD ADR | COM | 836034108 | 7,453 | 1,008,500 | SH | SOLE | 1,008,500 | 0 | 0 | ||
Stericycle Inc. | COM | 858912108 | 362 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
Suntrust Banks | COM | 867914103 | 1,337 | 31,203 | SH | SOLE | 31,203 | 0 | 0 | ||
Symetra Finl Corp | COM | 87151q106 | 397 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
TJX Cos - New | COM | 872540109 | 1,237,938 | 17,457,872 | SH | SOLE | 17,457,872 | 0 | 0 | ||
Thermo Electron | COM | 883556102 | 408 | 2,873 | SH | SOLE | 2,873 | 0 | 0 | ||
Third Point Reinsurance LTD | COM | g8827u100 | 40,630 | 3,029,800 | SH | SOLE | 3,029,800 | 0 | 0 | ||
Tiffany & Co | COM | 886547108 | 163,773 | 2,146,719 | SH | SOLE | 2,146,719 | 0 | 0 | ||
Time Warner Cable Inc. | COM | 88732j207 | 9,673 | 52,118 | SH | SOLE | 52,118 | 0 | 0 | ||
Time Warner Inc | COM | 887317303 | 11,610 | 179,523 | SH | SOLE | 179,523 | 0 | 0 | ||
Trimble Navigation Ltd. | COM | 896239100 | 69,754 | 3,251,927 | SH | SOLE | 3,251,927 | 0 | 0 | ||
U.S. Bancorp New - Del. | COM | 902973304 | 952 | 22,319 | SH | SOLE | 22,319 | 0 | 0 | ||
Union Pacific | COM | 907818108 | 7,886 | 100,846 | SH | SOLE | 100,846 | 0 | 0 | ||
Valeant Pharmaceuticals Intern | COM | 91911k102 | 3,595,931 | 35,375,610 | SH | SOLE | 35,375,610 | 0 | 0 | ||
Verisk Analytics Class A | COM | 92345Y106 | 4,475 | 58,211 | SH | SOLE | 58,211 | 0 | 0 | ||
Verizon Communications | COM | 92343v104 | 266 | 5,756 | SH | SOLE | 5,756 | 0 | 0 | ||
Vipshop Hldgs Ltd ADR | COM | 92763w103 | 16,873 | 1,105,000 | SH | SOLE | 1,105,000 | 0 | 0 | ||
Visa Inc Class A | COM | 92826C839 | 257,042 | 3,314,535 | SH | SOLE | 3,314,535 | 0 | 0 | ||
WPP PLC New ADR | COM | 92937a102 | 326 | 2,840 | SH | SOLE | 2,840 | 0 | 0 | ||
Wal-Mart Stores | COM | 931142103 | 128,763 | 2,100,532 | SH | SOLE | 2,100,532 | 0 | 0 | ||
Waters Corp | COM | 941848103 | 268,520 | 1,995,247 | SH | SOLE | 1,995,247 | 0 | 0 | ||
Wells Fargo & Co. New | COM | 949746101 | 7,866 | 144,700 | SH | SOLE | 144,700 | 0 | 0 | ||
West Pharmaceutical Svcs Inc C | COM | 955306105 | 59,734 | 991,928 | SH | SOLE | 991,928 | 0 | 0 | ||
Yandex NV Shs | COM | n97284108 | 56,647 | 3,603,523 | SH | SOLE | 3,603,523 | 0 | 0 | ||
Yelp Inc. | COM | 985817105 | 3,102 | 107,700 | SH | SOLE | 107,700 | 0 | 0 | ||
Young Broadcasting Inc Cl A | COM | 987434107 | 0 | 144,865 | SH | SOLE | 144,865 | 0 | 0 | ||
Zoetis Inc. | COM | 98978v103 | 7,262 | 151,537 | SH | SOLE | 151,537 | 0 | 0 | ||
Constellation Software Inc. | COM | 21037x100 | 181,073 | 435,954 | SH | SOLE | 435,954 | 0 | 0 | ||
Senvest Capital Inc. | COM | 81731l109 | 3,893 | 35,000 | SH | SOLE | 35,000 | 0 | 0 |